FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$5.38M
3
+$4.22M
4
AMZN icon
Amazon
AMZN
+$3.95M
5
FBNC icon
First Bancorp
FBNC
+$3.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.84%
2 Financials 9.45%
3 Consumer Staples 7.75%
4 Consumer Discretionary 7.75%
5 Healthcare 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$4K ﹤0.01%
+492
1027
$4K ﹤0.01%
+188
1028
$4K ﹤0.01%
+190
1029
$4K ﹤0.01%
+54
1030
$4K ﹤0.01%
+174
1031
$4K ﹤0.01%
+109
1032
$4K ﹤0.01%
+45
1033
$4K ﹤0.01%
+59
1034
$4K ﹤0.01%
+102
1035
$4K ﹤0.01%
+138
1036
$4K ﹤0.01%
+110
1037
$4K ﹤0.01%
+41
1038
$4K ﹤0.01%
+55
1039
$4K ﹤0.01%
+140
1040
$4K ﹤0.01%
+147
1041
$4K ﹤0.01%
+1,095
1042
$4K ﹤0.01%
+66
1043
$4K ﹤0.01%
+44
1044
$4K ﹤0.01%
+265
1045
$4K ﹤0.01%
+77
1046
$4K ﹤0.01%
+95
1047
$4K ﹤0.01%
+128
1048
$4K ﹤0.01%
+33
1049
$4K ﹤0.01%
+46
1050
$4K ﹤0.01%
+49
40 41
42
43 44